What to expect from the engagement
Engaging a financial adviser for Macquarie Park, New South Wales follows a regulated process designed to protect retail clients. After an initial fact-find meeting, the adviser issues a Statement of Advice (SoA) — a written document explaining the strategy, products recommended, fees and any conflicts of interest. You are not committed until you sign it. All advisers must act in your best interests under the Corporations Act, and any commissions or referral payments must be disclosed in the SoA. If the advice does not appear to meet that standard, the Australian Financial Complaints Authority (AFCA) handles complaints free of charge for consumers. Personal advice — the kind tailored to your circumstances — always requires an SoA; general advice does not.
📍 2 Banfield Rd, Macquarie Park NSW 2113
ExperienceSince 1987 (39 years)Registration #000244550Postcode2113
Bachelor of Business Majoring in AccountingPersonal Financial Planning and SuperannuationCertified Practicing Accountants ProgramFellow of Certified Practicing Accountant
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 level 8/309/315 George St, Sydney NSW 2000
ExperienceSince 1998 (28 years)Registration #000406160Postcode2113
Bachelor of Education (Secondary) (Mathematics)Diploma of Financial Planning (8 units)Margin Lending and Geared Investments CourseAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2 Banfield Rd, Macquarie Park NSW 2113
ExperienceSince 1999 (27 years)Registration #000244552Postcode2113
Diploma of Financial PlanningCertified Financial PlannerJustice of the PeaceCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Level 1/607 Bourke St, Melbourne VIC 3000
ExperienceSince 2001 (25 years)Registration #000309389Postcode2113
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)ASX Listed Products Accreditation CourseMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 2 Banfield Rd, Macquarie Park NSW 2113
ExperienceSince 2003 (23 years)Registration #000244554Postcode2113
Diploma of Financial PlanningPersonal Financial Planning and SuperannuationMasters of AccountingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 12/5/7 Ross St, Parramatta NSW 2150
ExperienceSince 2004 (22 years)Registration #000278771Postcode2113
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsASX Listed Products Accreditation CourseMaster of Business Adminstration (Executive)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2005 (21 years)Registration #001004944Postcode2113
Bachelor of Commerce8 unit Diploma of Financial Planning5 unit CFP Certification ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 3, Suite 6/56 Delhi Rd, North Ryde NSW 2113
ExperienceSince 2008 (18 years)Registration #001001335Postcode2113
Bachelor of ArtsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMasters of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 3.1/56 Delhi Rd, North Ryde NSW 2113
ExperienceSince 2008 (18 years)Registration #000380129Postcode2113
Diploma of Financial PlanningAdvanced Diploma Of Financial PlanningSelf Managed Superannuation FundTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2013 (13 years)Registration #001003493Postcode2113
Bachelor of Business (Applied Finance)Diploma of Financial PlanningMargin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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📍 Level 3, Suite 6/56 Delhi Rd, North Ryde NSW 2113
ExperienceSince 2018 (8 years)Registration #001270423Postcode2113
BA of CommerceAdvanced Diploma of Financial ServicesMasters of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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📍 2 Banfield Rd, Macquarie Park NSW 2113
ExperienceSince 2021 (5 years)Registration #001286308Postcode2113
Bachelor of CommerceGraduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 suite 803 8/309 Kent St, Sydney NSW 2000
ExperienceSince 2024 (2 years)Registration #001298735Postcode2113
Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Macquarie Park, New South Wales appear on ASIC's Financial Advisers Register at moneysmart.gov.au. Each entry shows the registration number, current authorisations, qualifications and any disciplinary history. Confirm the registration is 'Current' before engaging — checking is free and the register is updated by ASIC.
What's the difference between a financial adviser and a financial planner?
In Australia both terms refer to the same regulated role under ASIC. A 'financial planner' typically holds a Certified Financial Planner® designation through the Financial Planning Association. Both must be listed on the ASIC Financial Advisers Register and meet the same Best Interests Duty under the Corporations Act.
Are initial consultations with financial advisers free?
Most financial advisers in Macquarie Park, New South Wales offer a free initial consultation — typically 30–60 minutes — to discuss your goals and whether they can help. You do not pay anything until you receive and sign a Statement of Advice. Ongoing fees vary by adviser and the complexity of the advice.
What should I bring to a first meeting with a financial adviser?
Bring recent payslips, super statements, mortgage and loan balances, insurance policies, your will and superannuation beneficiary nominations, and a written list of goals. The adviser uses this to complete a fact-find. They cannot give personal advice without understanding your circumstances — incomplete information leads to generic, less useful recommendations.
Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
Always verify registration status directly with the relevant authority before engaging services.
Data is updated periodically and may not reflect the most current information.